Physician Guide to Principal Care Management Services

Principal Care Management (PCM) supports patients with one serious chronic condition. These patients often need focused care between visits. PCM gives providers a way to coordinate care, bill for time, and improve outcomes.
Unlike Chronic Care Management (CCM), PCM supports patients with just one diagnosis. This includes asthma, COPD, diabetes, or cancer. PCM services help remotely ensure ongoing check-ins, medication management, and care planning. Many patients with high needs don’t meet CCM requirements. That’s where PCM fits.
Medicare reimburses providers who deliver at least 30 minutes of care per month. Documentation must support medical prior necessity and include a care plan. Practices must also meet time tracking and supervision rules.
PCM services are useful in many care models. Small practices, rural clinics, and specialists can all benefit. PCM fills a care gap that improves continuity and lowers readmissions.
SmartCare360 tools align PCM billing, care plans, and compliance in one space. This helps reduce errors and supports accurate claims.
Learn more on our Principal Care Management service page.
What Are PCM Services and Who Are They Designed For?
PCM services apply to patients with one high-risk chronic condition. The condition must be expected to last at least three months. It must require ongoing treatment and impact daily life. Unlike CCM, PCM works for patients who don’t have multiple conditions.
The goal is to reduce complications. PCM allows for regular contact, medication checks, and follow-up planning. Most services happen between visits, often by care team staff.
Conditions that often qualify include:
- Heart failure
- COPD
- Asthma
- Diabetes
- Cancer
- Behavioral disorders
These patients often miss follow-ups or struggle with self-management. PCM keeps them on track. Care teams use these services to bridge gaps and monitor risk.
Understanding Principal Care Management for Single Chronic Conditions
PCM supports one diagnosis. The condition must be serious enough to impact function. Services must go beyond what’s offered in normal visits. Care teams use PCM to guide:
- Treatment goals
- Self-management support
- Medication reviews
- Specialist referrals
Physicians lead care, but clinical staff can deliver most activities. Supervision and documentation remain key.
Eligibility Criteria and Use Cases in Outpatient Settings
To bill PCM:
- The patient must consent
- The diagnosis must meet criteria
- The provider must log at least 30 minutes monthly
- The care plan must address the condition
PCM works well in:
- Primary care
- Oncology
- Pulmonology
- Cardiology
- Rural clinics
This model fits both FFS and value-based care.
PCM Billing: Key Guidelines Every Provider Should Know
Billing for PCM means following strict time, coding, and documentation rules. Medicare and many private payers follow the same process. PCM codes include:
- G2064: 30+ minutes by a clinician
- G2065: 30+ minutes by clinical staff under supervision
Each billed service must show:
- Medical necessity
- A care plan
- Time tracking logs
- Direct links to the chronic condition
Failure to document these can lead to denials.
Principal Care Management Billing Guidelines for Medicare and Private Payers
Medicare covers PCM for qualifying patients. Providers must:
- Confirm diagnosis eligibility
- Obtain and document consent
- Track time accurately
- Supervise care team activity
Some private plans follow similar rules. Always check payer-specific policies. SmartCare360 workflows help apply payer rules consistently.
Required Documentation, CPT Codes, and Time Tracking for PCM Billing
Documentation must include:
- Patient consent (verbal or written)
- Diagnosis name and severity
- Time spent per staff member
- Care plan progress notes
CPT codes must match the provider’s role. Use G2064 for physicians or NPPs. Use G2065 for staff-led care under supervision.
Streamlining PCM Services Into Existing Clinical Workflows
PCM often fails due to poor workflow integration. Without clear steps, staff forget to log time or miss care plan updates. Integration is key.
SmartCare360 supports PCM by syncing EHR, time tracking, and documentation fields. That keeps billing on track.
Role of Care Teams in Delivering Time-Based PCM Services
Physicians approve and lead care. But clinical staff deliver much of the service. They handle:
- Phone outreach
- Medication checks
- Education
- Lab follow-up
Team roles must be clear. Supervision is required for G2065 billing.
Reducing Administrative Burden With Automated Workflow Tools
Manual workflows slow things down. Common errors include:
- Missed time logs
- Incomplete care plans
- Duplicate billing
SmartCare360 reduces these issues. It tracks services in real time. It flags missing fields before billing. That lowers admin load and boosts revenue.
CCM Accessibility Services and Patient-Centered Outcomes
PCM should meet the needs of all patients. That includes those who face access barriers. Accessibility improves engagement and outcomes.
SmartCare360 supports accessibility through remote workflows and flexible communication options.
Improving Care Coordination for Patients With Barriers
Patients may struggle with:
- Low literacy
- Language differences
- Lack of transportation
- Cognitive decline
Care teams can adjust with:
- Bilingual scripts
- Phone-based visits
- Easy-to-read handouts
- Caregiver outreach
These adjustments make PCM more effective.
Using Remote Communication Tools for Ongoing Management
Remote tools help scale PCM. They include:
- Secure messaging
- Voice calls
- Shared portals
- Patient reminders
These tools reduce missed touchpoints. They also document billing services. SmartCare360 captures these actions automatically for tracking and audit use.
How PCM Services Complement Chronic Care and Transitional Care Models
PCM does not replace CCM or TCM. It fills a different need. These models can work together if documented correctly.
PCM vs CCM: Key Differences in Scope and Billing
Feature | PCM | CCM |
Conditions | One | Two or more |
Monthly time | 30+ minutes | 20+ minutes |
CPT Codes | G2064, G2065 | 99490, 99439 |
Care Plan | Required | Required |
Supervision | Yes | Yes |
PCM focuses more deeply on one diagnosis. CCM spreads across broader care needs.
Integrating PCM With TCM and Behavioral Health Services
PCM can run alongside:
- TCM (for 30-day post-discharge care)
- Behavioral health (with separate billing)
- RPM (if time is tracked separately)
Be sure to avoid overlap in time. Each service must have its own documentation and purpose.
Common Challenges in Principal Care Management Implementation
PCM sounds simple. But real-world challenges delay success. These include consent, staffing, and documentation gaps.
Patient Enrollment, Consent, and Education Barriers
Patients may not understand PCM. Practices must:
- Explain the service clearly
- Use verbal or written consent
- Set expectations for follow-up
SmartCare360 workflows guide this step, ensuring consent is stored and visible.
Clinical Note Deficiencies That Trigger PCM Billing Denials
Common errors include:
- Generic care plans
- Unlinked time entries
- Missing diagnosis codes
- Vague progress notes
SmartCare360 reduces these errors with templates, logic checks, and real-time alerts.
Future-Proofing Care Models With Scalable PCM Workflows
PCM will grow with value-based care. Practices must prepare by scaling wisely.
Identifying Patients Through Claims and Risk Stratification
EHRs and billing data can help identify:
- Frequent ER users
- Poorly managed chronic cases
- High-cost patients
Use filters to flag these patients. Prioritize those with serious single-condition needs.
Scaling PCM for Value-Based Contracts and Small Practices
PCM supports:
- MIPS scoring
- ACO cost targets
- Specialist revenue
Even small practices can scale by:
- Standardizing scripts
- Automating reminders
- Using SmartCare360 for time and care tracking
How SmartCare360 Supports Principal Care Management Delivery
SmartCare360 is not an EHR. It works alongside your system. It helps connect the clinical, billing, and compliance dots in one place.
SmartCare360 does not replace your tools. It enhances them. It pulls patient data, tracks time, and aligns care notes to billing. This reduces rework.
SmartCare360 centralize PCM billing and documentation without system overhaul:
- Logs activities in real time
- Flags missing data
- Connects staff actions to claim-ready reports
This keeps teams accountable and claims clean—without switching systems.
FAQs
What is PCM in medical terms?
PCM stands for Principal Care Management. It is a care coordination service for patients with one chronic condition. Providers bill PCM monthly for 30+ minutes of non-face-to-face care.
Who is eligible for PCM services?
Patients must have one serious condition that lasts at least 3 months. The condition must require frequent care or pose risk of decline.
What are the billing codes for PCM?
Use G2064 for time by physicians or NPPs. Use G2065 for staff-led time under supervision. Each code requires 30+ minutes of service.
Can PCM be billed with CCM or TCM?
Yes, but time and services must be separate. Each must have unique documentation and goals
How does SmartCare360 help with PCM delivery?
SmartCare360 connects patient data, care plans, and time logs. It reduces errors, flags missing steps, and simplifies PCM billing.